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Our Team

Investors Trust Company: Personalized Service, Customized for Your Needs

Investors Trust Company provides financial solutions to individuals, families, businesses, and not-for-profit organizations. At the heart of our process is a single idea: We listen to our clients—to their needs, goals, concerns, and aspirations. Then we keep listening, because things change; you change.

We provide investment services and objective advice to clients through offices in Chapel Hill and Charlotte. Moreover, as a state-chartered trust company, Investors Trust can also serve as trustee to assure that assets held in trust support family members and other beneficiaries as intended by the grantor of the trust.

Each of our clients works with an experienced team of professionals which includes a relationship manager, a portfolio manager, and a client service specialist. Together, we strive to provide our clients with unequaled service while helping them identify and reach their financial goals.

We invite you to meet our team.